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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,481 | $115,917-8.1% | $100,535+5.9% | $158,982-33.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.59% | 34.80%-19.2pp | 30.90%-15.3pp | 302.99%-287.4pp |
| Employer contribution / active EE | $3,336 | $4,105-18.7% | $3,419-2.4% | $4,763-30.0% |
| Participant deferral / active EE | $1,510 | $6,677-77.4% | $6,271-75.9% | $5,983-74.8% |
| Admin fee / account holder | $3,157 | $11,002-71.3% | $8,085-60.9% | $11,252-71.9% |